Hikma Pharmaceuticals Share Discussion Threads

[netcurtains] 29/4/2022 16:20

Monty: Thanks for pointing that out. Cheers Net!

[montyhedge] 29/4/2022 15:23

It will bounce, in April 2020 shares were 1767p April 2020 trading update said generic margins 13% to 18% shares were 2700p by the Oct 2020.This April trading update generic margins 23% to 25% growth 8% to 9% and shares fall 7.2%.

[netcurtains] 29/4/2022 14:10

blue59: Well, if you know different, you're not telling anyone.
I suspect no one actually knows.

It will probably either recover quickly (as it has in the past) or some further news will come out explaining it all.

[montyhedge] 29/4/2022 13:37

Down 7%, I thought quite good, they said strong cash generation. All in line, shows how much I know, lol

[montyhedge] 29/4/2022 11:16

Must admit seems strange, unless a fund dumping, but look at the shares in the buyback 100p cheaper.

[netcurtains] 29/4/2022 11:05

Was it just a HIK up?

[netcurtains] 29/4/2022 09:02

Why is a PE ratio of about 12, with a dividend, with share buyback, and growing at 7% per annum considered bad news?

What have I missed?

[montyhedge] 29/4/2022 08:31

Market does not like it obviously.Still two more tranches of buybacks, one just started. At least more shares for the buybacks with the price fall.

[montyhedge] 29/4/2022 08:06

All on track, generics growth 8% to 10% margins 24% to 25%.But market always want more. Strong cash generation continues. Forecast 2022 p.e 12.2. Hikma is always the Cinderella of the pharma sector on a low rating.

[netcurtains] 29/4/2022 07:39

Robertball: No idea, both sound OK to me. It's all relative, it depends on what the market was expecting. But increased dividend, increased profits, and growth sound OK to me....

Its probably good (touchwood)

[robertball] 29/4/2022 07:21

Injectables good. Generics poor??

[phillis] 28/4/2022 12:38

including MCRO?

[montyhedge] 28/4/2022 12:04

Pound weak again, talk of $1.20 to the pounds, boost Hikma and dividend payments. All U.K. dollar earners I think would benefit.

[montyhedge] 27/4/2022 13:03

Still cheaper the shareprice more they can buyback.

[robertball] 25/4/2022 19:48

But would hit UK oil price and be inflationary

[montyhedge] 25/4/2022 17:56

Standard Bank analyst said pound could go to $1.20 to pound, nice boost for Hikma if that happens.

[montyhedge] 22/4/2022 08:35

The weak pound good for U.K. dollar earners, who report in dollars, bigger dividends when converted into sterling.

[blue59] 21/4/2022 16:33

Where would this dog be without the buyback??

[netcurtains] 20/4/2022 09:25

No I am MH, honest. Thanks for the info.

[montyhedge] 20/4/2022 09:18

Custompharm takeover been given the green light in the US.Hikma growing, but market not interested it seems.

[scepticalinvestor] 20/4/2022 09:07

Odd response from mr market. Wonder who is selling - share price would be above 3000p by now

[montyhedge] 18/4/2022 18:08

Astra and Hikma the two shares to buy, to be on the same page as Astra that’s nice, lol.

[montyhedge] 14/4/2022 10:04

I don't think so no rns. I just think investors think this safe boring 15 years of continuous dividend growth, is not exciting like say Astra or other pharma stocks.